Plan Snapshot
- Plan Sponsor: Walpole & Co., LLP
- Sponsor EIN: 770384152
- Sponsor Address: 70 SANTA FELICIA DR., GOLETA, CA, 93117
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $497,093
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 0 | $497,093 | $0 | $13,380 |
| 2023 | 45 | $5.4M | $263,037 | $481,351 |
| 2022 | 58 | $4.3M | $378,560 | $429,742 |